Settings and activity
7 results found
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346 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
Larina Chester
supported this idea
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An error occurred while saving the comment -
7 votesLarina Chester
supported this idea
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An error occurred while saving the comment Larina Chester
commented
‘Attach files’ - Previously we could drag and drop directly into the invoice screen, now we have to select a dropdown menu before dragging and dropping. Yet another unnecessary click.
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98 votes
Hi team, I know it's been a while since my last update and we'd like to confirm that our team are working to address your concerns, here. We'll be providing quicker access to the calendar picker for both the invoice due and issue dates. Work's underway atm and we plan to have this released to you all before classic invoicing retirement. I'll swing back again as soon as it's ready 🙂
Larina Chester
supported this idea
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An error occurred while saving the comment Larina Chester
commented
Issue Date - We would like to have 1 click in the date field to select the date from the calendar view. This works for ‘Today’, ‘Tomorrow’ and ALL date selections. Having ‘Today’ and ‘Tomorrow’ options in the dropdown menu, are superfluous as ‘Today’ is already the default date selection and this additional menu selection is just an extra click to get to the calendar view to select. ‘Today’ circled in the calendar view is great for quick identification.
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719 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
Larina Chester
supported this idea
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273 votes
An error occurred while saving the comment Larina Chester
commented
Add Payment - Another click added to view this, when it was already in processing sequence and without extra clicks? Also, when selecting ‘Add payment’ and selecting a bank account with a different currency to the invoice, I get the error message ‘Custom rate for this date couldn’t load. Please try again.’ The xe.com rate display was extremely helpful, if not the correct rate it was at least a guide ensuring the conversion was the correct way around or as a comparison to highlight a possible error eg. USD 1.00 = EUR 0.927591 vs EUR 1.00 = USD 1.07806.
Additional Suggestion … add an option with the payment data entry to go directly to ‘Bills to pay’ for ease of Batch payment once all bills processed.
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3 votesLarina Chester
shared this idea
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535 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Larina Chester
supported this idea
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Approve - If we don’t want to email the invoice at the time of approval, I now have an extra click to select the Approve only button (add another button?)